Deposit Operations Specialist I

UW Credit Union is a premier financial institution focused on delivering exceptional member experiences and operational excellence. The Deposit Operations Specialist plays a critical role in processing transactions and providing operational support for various deposit accounts while ensuring high levels of member satisfaction.

Responsibilities

• Process account requests, including maintenance, servicing, reporting, and other transactional activities including but not limited to: Administration of negative account processes such as force closures and charge-offs
• Processing account closures
• Member information updates and monetary adjustments
• Processing and reporting on liens, levies and garnishments
• Monitoring certificate maturity queues and processing interest corrections
• Business account review and error correction
• Trust and fiduciary account servicing
• IRA and CESA account servicing and tax reporting support
• Perform daily audits as assigned and promptly escalate discrepancies for resolution
• Take ownership for resolving and/or supporting the resolution of deposit account-related member Inquiries while executing sound judgment in risk assessment
• Exceed member expectations by delivering exceptional service both directly to members and by supporting other member-facing staff in their service delivery. Service will typically be delivered via Automatic Call Distribution (ACD)
• Understand the full range of features and advantages of deposit-related products and services to support excellence in service delivery
• Maintain knowledge of key regulations such as Regulations CC and E to ensure compliance with regulatory policies and procedures
• Provide subject matter expertise in support of projects and/or system updates as needed
• Assume ownership of personal development through dialogs, participation in group initiatives and projects, and engagement with training
• Explore development options including mentor/mentee relationships, and the use of tools such as the Leader of Self gap analysis and Individual Development Plan (IDP)
• Be a champion of change: embrace innovation and closely collaborate with others to achieve departmental and organizational goals
• Develop and maintain knowledge of internal resources, procedures, systems, and tools
• Strengthen the Credit Union's inclusive environment by engaging with ongoing DEI initiatives
• Invite and accept feedback and provide upward feedback
• Serve as a mentor and positive role model for others within the team

Skills

• High school diploma is required
• 7 months – 1 year of Customer Service experience is required
• Proficient with Microsoft Office products
• Demonstrated investigative, analytical, organizational, decision making, and problem solving skills
• Effectively prioritize workload and tasks, complete assignments in a timely manner, and meet deadlines
• Strong verbal and written communication skills
• Effective interpersonal and customer service skills
• Proven ability to thrive both independently and as a collaborative team member
• Associate's degree in Business or a related field is preferred
• 7 months – 1 year of Financial Institution experience is preferred

Benefits

• 21.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• Hybrid work environment: minimum 3 days a week on-site
• 10 paid holidays (including your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• 457 deferred-compensation plan
• Variable bonus reward
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• Employee Assistance Program
• And more!

Company Overview